Blue Trust Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Blue Trust Inc’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$125K	Sell	338 -49	-13%	-$19K	﹤0.01%	931
2025 Q4	$150K	Buy	387 +62	+19%	+$23.8K	﹤0.01%	885
2025 Q3	$123K	Buy	325 +168	+107%	+$61.3K	﹤0.01%	983
2025 Q2	$55.2K	Buy	157 +10	+7%	+$3.25K	﹤0.01%	1427
2025 Q1	$46.7K	Buy	147 +26	+21%	+$8.72K	﹤0.01%	1404
2024 Q4	$40.4K	Hold	121	–	–	﹤0.01%	1420
2024 Q3	$37.3K	Buy	121 +96	+384%	+$30.2K	﹤0.01%	1688
2024 Q2	$7.5K	Hold	25	–	–	﹤0.01%	2038
2024 Q1	$7.5K	Buy	+25	New	+$7.13K	﹤0.01%	1523
2023 Q3	–	Sell	-98	Closed	-$23K	–	2164
2023 Q2	$23K	Buy	+98	New	+$23.6K	﹤0.01%	998

Other funds holding IWV

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return